Wealth management servicesMeeting the Unique Needs of Successful Individuals & Wealthy Families
Learn More About The Rosen Group
When was your last financial checkup?
We invite you to come in and meet with our team. We’ll start by getting to know each other and answer any questions that you may have about our services or your current financial situation. To schedule a consultation or to learn more about our team, we invite you to fill out the following form or simply call us at your convenience.
Being a High-Net-Worth Individual or Family provides special opportunities for wealth growth and management.
As a doctor, you may face many of the same issues as other affluent professionals, but you have unique needs, too.
As dentists you know what it takes to excel at the highest level. You’ve put in the hard work and the results are personally satisfying and financially rewarding.
Join Us At One Of Our Events
Who We Are
Our Advisory Team at
Rosen Group Private Wealth Management
Christine Cao, MSc. CFA
Trevor Parry, M.A., LL.B, LL.M (Tax). TEP
Andrew Stulberg, CFP, RRC
Thanh Truong, CIM®
Remembering Jim Uniacke
He remains in our thoughts.
Invest in yourself. your future.
Rosen Group Private Wealth Management has chosen Raymond James Ltd as our preferred custodian to provide safekeeping of assets, online access, and account statements to our client base.
What does this mean for you as a client? You receive boutique investment management and family office services combined with the security of one of North America’s most sound financial institutions. As the custodial firm reporting directly to you, Raymond James Ltd is independent of the firm managing your portfolio.
Raymond James Ltd is one of North America’s leading independent full-service investment dealers with an extensive presence across Canada and the United States. Rosen Group Private Wealth Management’s relationship with Raymond James Ltd means that our clients have the peace of mind knowing that Raymond James Correspondent Services provides us with end-to-end solutions for all of our custodial and clearing needs.